WLCVX Mutual Fund

NAV$25.74

Returns Overview

1 Month
+0.51%
3 Months
+9.15%
6 Months
+9.40%
YTD
+8.66%
1 Year
+19.56%
3 Years (annualized)
+15.33%
5 Years (annualized)
+9.52%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLCVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Total Return Index(^RLVTR)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+9.49%
vs Peers
-0.83%

WLCVX Mutual Fund Performance

WLCVX performance across multiple time periods: 1-month 0.51%, YTD 8.66%, 1-year 19.56%, 3-year 15.33%, 5-year 9.52%, 10-year 9.80%.

WLCVX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

WLCVX performance comparison shows side-by-side returns with another fund. WLCVX alternatives are available in the Mutual Fund Screener.